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RPg Family Wealth Advisory’s Twilio TWLO Stock Holding History

RPg Family Wealth Advisory’s Portfolio TWLO Stock Details TWLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,000
Closed -$38.2K – 286
2018
Q1 		$38.2K Buy
+1,000
New +$31.7K 0.03% 146
2017
Q3 		– Sell
-1,050
Closed -$30.6K – 312
2017
Q2 		$30.6K Buy
+1,050
New +$28.7K 0.03% 207
2017
Q1 		– Sell
-500
Closed -$14.4K – 333
2016
Q4 		$14.4K Buy
+500
New +$18.7K 0.01% 222

Other funds holding TWLO

Vanguard Group
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $752M AUM 25.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return